Glenn Griffin offers more than 20 years of experience focused primarily on independent financial advisory and high-level money management. He's acquired valuable insight over the years, working with clients through well-known asset management and retirement planning firms as well as his own private practice, where he concentrates on advisory services using customized models.
Taking the time to listen to his clients needs, Glenn carefully evaluates risk tolerance levels and long-term goals. He then uses a tailored blend of mutual funds, stocks, bonds, insurance products and Exchange Traded Funds (ETFs) to assist with investment planning. He believes client portfolios should be reviewed and adjusted on a regular basis, as the market fluctuates, as goals change and as financial situations mature. Mr. Griffin considers himself responsive, enthusiastic and extremely detail-oriented.
Glenn earned his BSW from Southwest Texas State University. He holds the Accredited Asset Management Specialist designation along with series 7, 63 and 66 registrations held through LPL Financial. A long-term resident of Central Texas, Glenn enjoys outdoor activities, cooking and outdoor grilling with his wife and children.